# South Coast Planning & Wealth Management

South Coast Planning & Wealth Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/south-coast-planning-wealth-management-llc

## Regulatory record

- **CRD number:** 326997
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/326997

## About

SOUTH COAST PLANNING & WEALTH MANAGEMENT is a state-registered investment adviser in FALL RIVER, MA. The firm manages approximately $35 million in regulatory assets. It has 1 employee and 1 investment adviser.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/south-coast-planning-and-wealth-management

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